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BABA
CNBC
145 days

Alibaba has staged a quiet $100 billion rally — AI and Jack Ma's return are at the heart of it

1. Jack Ma urges Alibaba to correct its course amid intense competition. 2. Alibaba's share price rose nearly 60% in 2023, adding $100 billion in valuation. 3. New leadership focus on core e-commerce and cloud businesses suggests renewed strategy. 4. Beijing's support for AI development enhances Alibaba's growth potential. 5. Open-source AI models strengthen Alibaba's cloud business like never before.

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FAQ

Why Bullish?

Alibaba's significant share price recovery and government support indicate a positive outlook. Historical precedents show that regulatory easing and strong leadership align with stock price increases.

How important is it?

The article's insights on leadership and market positioning are crucial for understanding BABA's future. The 60% share increase directly correlates with positive sentiment and market dynamics.

Why Long Term?

The strategic focus on AI and cloud computing positions Alibaba for sustainable growth. Companies like Amazon and Microsoft experienced long-term gains by investing in emerging technologies.

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